GHE LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,028
| Closed | -$217K | – | 53 |
|
|
2025
Q1 | $217K | Buy |
3,028
+510
| +20% | +$36.5K | 0.1% | 54 |
|
|
2024
Q4 | $177K | Hold |
2,518
| – | – | 0.07% | 55 |
|
|
2024
Q3 | $435K | Sell |
2,518
-5,185
| -67% | -$896K | 0.16% | 46 |
|
|
2024
Q2 | $457K | Sell |
7,703
-30
| -0.4% | -$1.78K | 0.18% | 42 |
|
|
2024
Q1 | $448K | Hold |
7,733
| – | – | 0.21% | 43 |
|
|
2023
Q4 | $381K | Sell |
7,733
-100
| -1% | -$4.93K | 0.23% | 43 |
|
|
2023
Q3 | $320K | Buy |
7,833
+1,043
| +15% | +$42.6K | 0.22% | 48 |
|
|
2023
Q2 | $231K | Sell |
6,790
-1,133
| -14% | -$38.6K | 0.15% | 52 |
|
|
2023
Q1 | $296K | Hold |
7,923
| – | – | 0.23% | 47 |
|
|
2022
Q4 | $327K | Hold |
7,923
| – | – | 0.31% | 47 |
|
|
2022
Q3 | $319K | Buy |
7,923
+2,160
| +37% | +$87K | 0.34% | 47 |
|
|
2022
Q2 | $279K | Sell |
5,763
-1,150
| -17% | -$55.7K | 0.31% | 41 |
|
|
2022
Q1 | $335K | Hold |
6,913
| – | – | 0.28% | 46 |
|
|
2021
Q4 | $332K | Buy |
+6,913
| New | +$332K | 0.25% | 48 |
|